Advisor Marketing Services

A website is a window into the firm and is the primary tool for building and reinforcing the firm's brand reputation on a broad base. It is a calling card, content showcase and the firm's primary practice development tool. Evolutionize delivers Evolve 2.0 ™ websites that serve as the cornerstone of the firm’s client relationship management and prospect development efforts, reinforcing the firms brand reputation and positioning the organization and its resource offering for competitive advantage.

Importantly, there are no onerous website development expenses nor does the Evolve 2.0™ website solution require a firm to immerse themselves in a do-it-yourself template development exercise that can represent a tremendous time drain. From start to finish, our web development consultants will guide you through the process in an efficient manner, that is respectful of the firms time and resources.

"Different isn't always better, but better is always different." ~ Author Unknown

Don't wait any longer to differentiate your firm for competitive advantage. Position your firm for growth and market leadership today!”

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Network - All Evolutionize websites are hosted by our partner Rackspace. Rackspace’s host network is housed in a Tier I data center whose data center network is guaranteed to be available 100% of the time in any given monthly billing period, excluding scheduled maintenance.

Data Center Infrastructure - Rackspace guarantees that data center HVAC and power will be functioning 100% of the time in any given monthly billing period, excluding scheduled maintenance. Infrastructure downtime exists when Cloud Servers™ downtime occurs as a result of power or heat problems.

Cloud Server Hosts - Rackspace guarantees the functioning of all cloud server hosts including compute, storage, and hypervisor. If a cloud server host fails, we guaranty that restoration or repair will be complete within one hour of problem identification.

Migration - If a cloud server migration is required because of cloud server host degradation, we will notify you at least 24 hours in advance of beginning the migration, unless we determine in our reasonable judgment, that we must begin the migration sooner to protect your cloud server data. Either way, we guaranty that the migration will be complete within three hours of the time that we begin the migration.

Website Back-Up, Archiving & Audit Process Overview - Advisor websites are backed up on a weekly basis. Website backups include; all site files that are required for a complete site restoration. These files are stored outside the site directory structure to ensure availability in the event of a site failure. Back-up files are tested on a random, semi-annual basis through a process of a complete site restoration and random testing of the restored website. A copy of the backup is then stored on a W.O.R.M. storage device and stored by Evolutionize for period of five (5) years.

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• Is your practice currently enjoying double-digit annual revenue increases?
• Are you profitably expanding your client base?
• Have you reduced the time required to convert prospects to clients?

If you answered “no” to any of these questions, your firm could benefit from social media marketing. Why? Traditional modes of marketing for independent advisors are quickly becoming outdated as clients and prospects expand their use of digital media in general and social networking in particular.  U.S. adults spend significant time on social networking sites.  In fact usage in 2010 was up 82% from the prior year and one-third of U.S. adult social network users post at least once per week and consumer activity on social media and blogging sites comprises 17%+ of all time on the internet and is growing year over year according to Nielsen.

Social media has the potential to dramatically impact your business development efforts, with a minimal investment of time and money. Unfortunately, the financial services industry has been slow to adapt social networking as part of its marketing mix. Many institutions and compliance firms have been slow to provide counsel and or support to their advisor firms with regard to fielding compliant social media marketing programs.

However, not everyone is waiting. Investors are using social networking and actively seeking referrals from their connections when considering advisors and a host of other financial matters. According to the Financial Planning Association, 43% of advisors surveyed are now using networking or social media sites. Further, 60% of those advisers indicate that they have generated at least 16 leads per year from their activity on these sites. Importantly, leads generated from in-bound marketing efforts such as social media cost 60% less than leads generated via traditional marketing efforts according to Hubspot’s 2009 ROI survey.

Evolutionize can assist you in developing a compliant social networking program, developing a policy, implementing a monitoring and archiving solution, developing firm and advisor profiles and training your advisors on the compliant use of social networking, while building their competency in this important area.

Want to learn more about how your firm can leverage this business building tool?

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Thinking about how best to differentiate your firm in the marketplace? Looking for a way to create or contemporize the image of your firm? Put Evolutionize to work in evaluating the business enhancing potential of a new branding system or graphics system refresh for your firm. Leverage our professional brand architects and graphic designers to assist your firm with; logo design, color palette development, visual image library development, business paper and stationery design, presentation template and collateral material development.

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Our email marketing campaign management platform eliminates reliance on costly digital to print, U.S. Mail based direct marketing programs when communicating with clients and prospects alike. With the Evolve email program, advisors can customize and segment their client and prospect database to reflect their clients and prospects interests, asset levels or life stage. Using the "point and click" content management system, an advisor firm can then customize content to incorporate the firm’s logo prior to distributing the right content to the right individuals at the right time... for pennies on the dollar compared to direct mail.

Our solution incorporates an email campaign performance dashboard to assist in the analysis of each campaign's success, spam filter protection and A/B testing capabilities. Your Evolutionize representative will guide you through an email tutorial program to augment self-help videos, familiarizing you with the functionality and benefits provided by this effective, cost-efficient communications tool. In addition, we will provide you with a client opt-in process to help ensure that your email efforts comply with anti-spamming rules and regulations.

Interested in outsourcing alternatives? Evolutionize will design, distribute and analyze the performance of your email campaigns from start to finish.

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Others may take email for granted, but at Evolutionize we understand how important it is for advisors to be able to maintain contact with their clients, prospects and partners. We offer advisors a full-suite of POP3, IMAP and SMTP email solutions to fit their business needs, starting from $15 per month.

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• Domain name registrations
• Spam filtering
• Web mail and mobile access
• 24/ 7 support
• Compliant monitoring, capturing & archiving of incoming and outgoing emails
• Message export/ accessibility capability
• CRM application compatibilit

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